AI Holders Summary · Q1 2026

78 institutions reported PALC in Q1 2026. AMERIPRISE FINANCIAL INC leads at 12.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

AMERIPRISE FINANCIAL INC

CIK 0000820027

$17M329K0.00%Q1 2026 02

Financial Enhancement Group LLC

CIK 0001641438

$14M236K1.68%Q2 2026 03

Lunt Capital Management, Inc.

CIK 0001608034

$14M268K5.32%Q1 2026 04

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$12M239K0.03%Q1 2026 05

Geneos Wealth Management Inc.

CIK 0001764754

$12M223K0.27%Q1 2026 06

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$11M206K0.01%Q1 2026 07

Centric Wealth Management

CIK 0001752761

$10M190K2.05%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$9M164K0.00%Q1 2026 09

Atria Investments, Inc

CIK 0001535865

$7M133K0.08%Q1 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$6M113K0.00%Q1 2026 11

Ausdal Financial Partners, Inc.

CIK 0001667146

$6M111K0.25%Q1 2026 12

Gallagher Fiduciary Advisors, LLC

CIK 0001527781

$4M84K0.17%Q1 2026 13

Mariner, LLC

CIK 0001373442

$4M74K0.00%Q1 2026 14

ENZI WEALTH

CIK 0001887441

$3M59K1.08%Q2 2026 15

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M50K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M49K0.00%Q1 2026 17

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M44K0.00%Q1 2026 18

Burt Wealth Advisors

CIK 0001612041

$2M44K0.56%Q3 2025 19

Equitable Holdings, Inc.

CIK 0001333986

$2M43K0.01%Q1 2026 20

Creative Planning

CIK 0001540235

$2M42K0.00%Q1 2026

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